Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wahlstrom is an investment advisor representative with Mesirow Financial Investment Management, Inc. Peter has worked in the financial industry since 1998 and has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, and other investment advisors. Peter is also a chartered financial analyst. Peter is registered in Illinois and previously worked at Goldman, Sachs & Co., American Express Financial Advisors Inc., and IDS Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
11/15/2023 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
NY
09/29/2005 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
MN
09/02/1998 - 08/26/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/02/1998 - 08/26/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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